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M Holdings Securities’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

M Holdings Securities’s Portfolio KRE Stock Details KRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,846
Closed -$108K – 320
2014
Q3 		$108K Buy
+2,846
New +$111K 0.06% 270

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

M Holdings Securities's KRE Position: Q4 2014 in Review

M Holdings Securities sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2014, closing a stake of 2,846 shares — an estimated $108K sold.

M Holdings Securities first reported a position in KRE in Q3 2014 and held it in 1 quarter. The position peaked at $108K in Q3 2014. 212 funds tracked by Wall St. Rank hold KRE as of Q4 2014.

  • M Holdings Securities reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 2,846 State Street SPDR S&P Regional Banking ETF shares in Q4 2014, an estimated $108K.
  • M Holdings Securities first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's State Street SPDR S&P Regional Banking ETF position peaked at $108K in Q3 2014.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.